Category: Articles

Articles from sources other than The Deep Value ETF Accumulator

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DGS: A Diversified Dividend Fund In Emerging Markets

Summary

  • DGS strategy and portfolio analysis.
  • Past performance vs. competitors.
  • Investment takeaway.

This dividend ETF review series aims at evaluating products regarding their past performance and their current portfolio quality.

DGS strategy and portfolio

The WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) has been tracking the WisdomTree Emerging Markets SmallCap Dividend Index since 10/30/2007. As of writing, it has a 764-stock portfolio, an SEC yield of 3.30% and a total expense ratio of 0.58%.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4460998-dgs-diversified-dividend-fund-emerging-markets?utm_source=stck.pro&utm_medium=referral

 

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SPEM: Cheap China-Heavy EM Fund For The Long Haul

Summary

  • SPEM offers exposure to a diversified basket of EM securities in exchange for just 11 bps, with a dividend yield close to 2%.
  • The Chinese equities have around 35.5% weight in the portfolio, while Hong Kong-listed stocks account for 2.2%. Indian stocks are in second place with a 16% share of the AUM.
  • Large exposure to China has dented its YTD returns.
  • The ETF Grades illustrate that with its small fees and low turnover (factored in the Risk grade), SPEM definitely has an edge over its peers.
  • Investors seeking cheap low-turnover EM strategy for the long haul should pay attention to SPEM.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4460187-spem-cheap-china-heavy-em-fund-for-long-haul?utm_source=stck.pro&utm_medium=referral

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EWY: South Korean Equities Are Probably Undervalued

Summary

  • South Korea’s macroeconomic backdrop is positive.
  • While near-term risks remain in global supply chains and logistics, the South Korean won is probably undervalued, while the country’s exports remain strong, and forecast earnings growth rates are high.
  • I think that South Korean stocks have suffered from a short-term negative shift in sentiment which will probably not hold for long.
  • At present prices, I think forward returns of about 10% per annum are possible here.
  • Over a shorter period of time, I think returns of more than 10% (annualized) are possible in a valuation repricing of EWY and/or the South Korean won.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4459276-ishares-ewy-etf-south-korean-equities-probably-undervalued

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Don’t Follow the Herd in Emerging Markets (DGS)

Investors often lean toward large-cap stocks, and that’s still true when they venture into emerging markets. Large-cap bias explains the popularity of funds linked to the MSCI Emerging Markets Index and comparable benchmarks. However, that bias isn’t paying off this year. Due to China’s regulatory crackdown that’s ensnared mostly large-cap companies, the MSCI Emerging Markets […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/dont-follow-the-herd-in-emerging-markets-2021-10-02

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Residential REITs ETFs Could Be an Attractive Yield-Generating Opportunity (REZ)

As housing rental prices continue to gain, income-minded investors should consider real estate investment trusts and related exchange traded funds with a focus on the residential segment. According to Real Page data, national asking rents rose 10.3% in August year-over-year, the first double-digit increase in the over two decades this data has been collected, the […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/residential-reits-etfs-could-be-an-attractive-yield-generating-opportunity-2021-09-15

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PHO / FIW: 2 Water ETFs that Will Benefit from Bipartisan Infrastructure Bill

Invesco Water Resources ETF(NASDAQ:PHO): The water utility industry is expected to generate solid growth in the coming years, fueled by the government’s efforts to repair aging water infrastructure. So, we think investors seeking to capitalize on the industry’s growth in a relatively less risky way could do worse than bet on famous water ETFs Invesco Water Resources ETF (PHO) and First Trust Water ETF (FIW). Read on.
— Read on stocknews.com/news/pho-fiw-2-water-etfs-that-will-benefit-from-bipartisan-infrastructure-bill/

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With Consumer Staples, Equal-Weight ETFs Boast Some Advantages $RHS

The equal-weight methodology isn’t just for broad market indices. Invesco boasts a broad lineup of equal-weight sector exchange traded funds, including the Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS).

While the consumer staples sector is typically viewed as defensive and prized for above-average dividend yields, by not being heavily allocated to just a handful of stocks, RHS offers investors the potential to unlock a refreshed view of the normally stodgy sector.

Continue reading at ETF Trends right here: https://www.etftrends.com/etf-education-channel/with-consumer-staples-equal-weight-etfs-boast-some-advantages/

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Know What You Own! ETF Deathwatch for May 2021

The ETF Deathwatch list remained the same size in May. Twenty-two exchange-traded products (“ETPs”) were added and 22 were removed.

Twenty-one of the products removed were due to improved health. One was delisted.

Two of the products that were added to the list in May were due to low assets under management (“AUM”). The other 20 were due to low trading volume. The low volume in these products could be due to the nature of their investment product. These ETPs may have enough AUM to keep them from closure. However, our system takes into account both AUM and volume. If both remain low, these funds may be considered for closure.

Continue reading at Flexible Plan Investments right here: https://www.flexibleplan.com/insights/etf-deathwatch-for-may-2021

Here is a link to the Complete List of 294 ETFs and ETNs on ETF Deathwatch for May 2021: https://www.flexibleplan.com/Portals/2/LiveBlog/Images%20and%20Content/DeathwatchList_5.28.2021.csv

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ECF: Better Valuation Opening Up On This Little Known Fund

Summary

  • ECF has only 612 Seeking Alpha followers, and relatively speaking, I would classify this as little known.
  • Before my previous coverage earlier this year, the fund had gone over a year and a half without being covered.
  • The fund doesn’t pay the highest distribution, but the returns have been stellar.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4435437-ecf-better-valuation-opening-up-on-this-little-known-fund

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Why Retirees Are Gravitating Toward ETFs

It’s well-documented that millennials and Gen Z are big on exchange traded funds. Those demographics embrace ETFs for any number of reasons, including broad market diversification, access to thematic investments, tradability, and low fees, among others.

Data suggest retirees are joining the ETF party, too, and that could be to their benefit. A recent BlackRock survey indicates 37% of investors in the 70 and up demographic own ETFs. That’s well ahead of their baby boomer (27%) and Gen X (29%) counterparts, reports Christine Benz for Morningstar.

ETFs are on a torrid pace of asset-gathering this year, and with more folks retiring by the day, those flows could accelerate as workers depart employer-sponsored retirement plans. There are other reasons why retirees are flocking to ETFs.

Continue reading at ETF Trends right here: https://www.etftrends.com/retirement-income-channel/why-retirees-gravitating-toward-etfs/

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Don This Mid Cap ETF for a More Domestic Look

Investors looking to bet on the ongoing U.S. economic recovery should focus on companies that generate significant percentages of their sales within the confines of U.S. borders.

Thing is, many S&P 500 companies don’t do that. In fact, several sectors in the large-cap equity benchmark depend on international markets for more than half their revenue. That diminishes their leverage to a domestic rebound. However, mid cap stocks often deliver exposure to a rebound in U.S. economic activity and that’s one reason the WisdomTree U.S. MidCap Dividend Fund (NYSEARCA: DON) is higher by 24.79% year-to-date, an advantage more than 1,100 basis points over the S&P 500.

“Among the 331 members of the S&P MidCap 400 that break out foreign and domestic sales, 60% of revenue is from the U.S., compared with a little more than half for the much bigger companies that make up the S&P 500,” reports Bailey Lipschultz for Bloomberg.

Continue reading at ETF Trends right here: https://www.etftrends.com/model-portfolio-channel/don-mid-cap-etf-more-domestic-look/

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Dimensional just converted $30 billion worth of mutual funds to ETFs. What it could mean for the industry

  • Dimensional Funds on Monday launched four of its mutual funds as ETFs on the New York Stock Exchange, the largest conversion of its kind to date.
  • The move instantly placed Dimensional among the top 15 largest ETF issuers in the United States.
  • The $630 billion firm plans to convert two more mutual funds into ETFs in the fall.

Continue reading at CNBC right here: https://www.cnbc.com/2021/06/15/dimensional-converts-4-key-mutual-funds-to-etfs-co-ceo-unpacks-move.html